Hybrid Trainee Paraplanner Grow Your Finance Career in Leeds

Hybrid Trainee Paraplanner Grow Your Finance Career in Leeds

Leeds Trainee 38250 - 46750 Β£ / year (est.) Home office (partial)
Quilter Cheviot

At a Glance

  • Tasks: Support Financial Planners in preparing financial recommendations and client reports.
  • Company: Join Quilter Cheviot, a leader in investment management with a supportive culture.
  • Benefits: Enjoy hybrid working, structured training, and mentoring for career growth.
  • Other info: Gain exposure to various financial planning areas in a dynamic environment.
  • Why this job: Kickstart your finance career with hands-on experience and professional development.
  • Qualifications: No prior experience needed; just a passion for finance and learning.

The predicted salary is between 38250 - 46750 Β£ per year.

Quilter Cheviot is recruiting a Trainee Paraplanner to join the Investment Management team. Location options include Leeds with hybrid working, supporting Financial Planners and experienced Paraplanners in preparing financial planning recommendations and client reports while building technical knowledge.

You will gain exposure to investment, retirement, protection and estate planning areas through structured training, mentoring, and practical experience, progressing toward professional qualifications.

Hybrid Trainee Paraplanner Grow Your Finance Career in Leeds employer: Quilter Cheviot

Quilter Cheviot is an exceptional employer, offering a dynamic work culture in the heart of London that fosters professional growth and collaboration. With a hybrid working model and a comprehensive benefits package, employees are empowered to thrive both personally and professionally while contributing to a leading firm in the Financial Services sector.

Quilter Cheviot

Contact Details:

Quilter Cheviot Recruitment Team

We think you need these skills to ace Hybrid Trainee Paraplanner Grow Your Finance Career in Leeds

Financial Planning
Client Reporting
Technical Knowledge
Investment Management
Retirement Planning
Protection Planning
Estate Planning